Puki Yuki Summary

Arbit V2 Roadmap & Strategy | October 8-9, 2025

Hakkōda × HaloMD

Offsite Objectives

Purpose

Define Arbit V2 roadmap, align on business process goals, and establish strategic direction

Key Decisions

  • Customer Hub & Onboarding as top priority initiatives
  • Customer Onboarding selected as first clean cutover to V2
  • Dual-level status tracking: claim-level (customer) + CPT-level (internal)
  • Legal Affairs process for post-award actions
  • V2 coexists with V1 via modular mini-apps
  • Data synchronization bridge between systems

Strategic Impact

200+
Customers Annually
80%+
Process Automation
Real-time
Visibility

Single Unified View

Arbit V1

Legacy system embedded via iframe

Remains operational during transition

Gradually phased out as V2 activates

Embedded • Legacy

Arbit V2

New features activated progressively

Built-in workflow engine

Modern architecture with automation

Progressive • Modern
🔐

RBAC

Role-based access by persona

⚙️

Workflow

CPT-based flows integrated

📋

Work Queue

Smart alerts & task routing

🤖

Automation

Default automate, exception handle

Arbit V2 Architecture

Standardized process and automation framework with exception handling

Core Framework

  • Phase: Major process step (e.g., Pre-Reg, Formal IDR)
  • Status: Current position (e.g., Initiated, Awarded, Paid)
  • Event Log: Timestamped actions for audit and automation
  • Branching logic at CPT level; claim-level summaries
  • 95% automation target with exception-based routing

Key Actions

  • Map and standardize statuses across all domains
  • Align workflows and RBAC permissions to personas
  • Build workflow mockups showing statuses, tasks, events
  • Define branching logic and escalation rules

Exceptions Handling

  • An estimated 5-10% of data in Arbit V1 is "bad" (duplicated, missing values, etc)
  • The V1 → V2 sync will write "bad" data to an exceptions schema
  • Business process will be developed to evaluate this data and determine if logic (soft rules) should be modified to include these records in the application schema

Process Workflow

Stage = Major business process section | Status = Current position within phase

← Scroll horizontally to view all stages →

Customer Onboarding

Q4 2024 Stacey
  • Data Testing
  • Contract Signed
  • Go Live
  • Pipeline tracker
  • CSM assignment
  • Task visibility

Data Ingestion

Q1 2025 Dan
  • Pending
  • Processing
  • Complete/Error
  • Claim lineage ID
  • SFTP automation
  • 60% → 100% fixes

Pre-Registration (VOB & Doc Mgmt)

Q1 2025 Staysie
  • Pending
  • Verified
  • Ready
  • VOB
  • Exception queue
  • Document management

Informal Negotiation

Q3 2025 Brandi
  • Initiated
  • Negotiating
  • No Response
  • Settled Informal
  • Email automation
  • Portal scraping
  • Payer behavior tracking

NSA Formal

Q2 2025 Brandi
  • Initiated
  • Fees Paid
  • Brief Submitted
  • Awarded
  • Task checklist
  • Deadline alerts
  • Batch optimization

Invoicing

Q2 2025 Staysie
  • Ready
  • Invoiced
  • Sent
  • CPT-level tracking
  • Pay-on-pay logic
  • Real-time updates

Revenue Recovery

Q3 2025 Staysie
  • Not Paid
  • Under Recovery
  • Recovered
  • 835 matching
  • Demand letters
  • CMS complaints

Legal Affairs

Q4 2025 TBD
  • Under Review
  • TA Submitted
  • Closed
  • NIP analysis
  • Loss patterns
  • AI/ML categorization

Status Architecture

CPT-Level Status (Internal)

Granular tracking for each procedure code through workflow

  • Operations teams & analysts
  • Workflow automation triggers
  • Exception handling
  • Detailed reporting

Claim-Level Status (Customer)

Summary view of overall claim progress

  • Business-friendly terminology
  • Percentage complete (e.g., 75%)
  • Avoid technical jargon
  • Drill-down to CPT details

Phased Rollout

Q1 2026 – Pilot & Foundation

  • V2 core architecture live with V1 iframe
  • Customer Hub drill-downs & pipeline metrics
  • Initial RBAC roles and work queue alerts
  • VOB automation & Data Ingestion domain
  • Claim/CPT status hierarchy & QA Queue

Q2 2026 – Formal Workflow & Automation

  • Full NSA Formal (IDR) workflow with fee tracking
  • Pay-on-Pay and Pay-on-Award invoicing

Q3 2026 – Expansion & Integration

  • Revenue Recovery with Sage & CMS portals
  • Expand automation-exception logic
  • Multi-customer RCM group views

Q4 2026 – Optimization & AI Insights

  • Fully deprecate V1 modules
  • Legal Affairs complaint tracking
  • "Why We Lost" AI classification
  • Event-driven reporting & trend analytics
  • AI-driven insights & predictive risk scoring

Customer Hub Experience

The single external-facing experience for Arbit V2

Features

  • Claim-level summary with KPIs
  • Drill-down to CPT-level details
  • Simplified customer-facing view
  • Configurable alerts for delays
  • Proactive Customer Success triggers

Actions

  • Build Customer Hub drill-downs (Claim → CPT → Event)
  • Sync Customer Hub data with Snowflake
  • Include customer-facing vs. internal status definitions

What's Next

October 17, 2025

Sales Demo Deployed

November 7, 2025

V2 Data Model Setup

Detailed Roadmap

Customer Hub Deployed

Cultures Merged

This wasn't just a strategy session but also a team-building moment that aligned everyone on where we're going and why it matters.

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